Wealth Management

Is raising children really that expensive?

Is raising children really that expensive?

My wife Krista and I have been blessed with three children. In case you have lost count, Austin and his wife Jennifer have been blessed with eight children (and counting?).

As Austin likes to say, “I’m not an expert on parenting; I just have a lot of experience.” When it comes to the financial side of bearing and raising children, the team here at The Wealth Group has a lot of experience. Between our 8 team members, we are raising 23 children (with more on the way).

Do Vehicle Purchases Really Matter?

Do Vehicle Purchases Really Matter?

I’m still amazed at the number of vehicle commercials I see when watching a sporting event on TV. The automotive industry is projected to spend more than $15 billion on digital advertising alone in 2019. Advertising works. That’s why auto companies are spending more money than ever on advertising. What the auto companies are selling, Americans are buying.

The Wealth Group Planning Process

The Wealth Group Planning Process

When we work with clients we work through the seven major areas of financial planning for each individual plan.

  1. Cash-flow Planning
  2. Investment Planning
  3. Retirement Planning
  4. Insurance Planning
  5. Tax Planning
  6. Estate Planning
  7. Education Planning

Each one of these areas plays a critical role in ensuring you maximize each dollar to accomplish your family’s financial goals and we enjoy walking through every one of these parts to the financial plan with our clients.